Prepare work orders

Create work orders, and work order tasks using templates that integrate the right skills and scheduling.

Create, approve, qualify, or close work orders and manage SLAs using the Field Service Management application.

Using overview

The steps for preparing work orders are:

1. Manage work orders

   Managing work orders includes the creation, assignment, and tracking of work orders through their completion.

2. Manage work order tasks

   Work order tasks are an integral part of work orders, they define the activities that must be completed in the work order. Each work order has at least one work order task.

3. (Optional) Assign ad-hoc Service Locations

   These locations allows administrators to configure service locations on demand. These ad-hoc locations are not part of a predefined Field Service location, giving greater flexibility to where a Field Service technician might be working on a day-to-day basis.

Related topics

Setting up work orders and tasks